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Cape Investment Advisory’s WisdomTree Floating Rate Treasury Fund USFR Stock Holding History

Cape Investment Advisory’s Portfolio USFR Stock Details USFR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-7
Closed -$352 – 992
2024
Q1 		$352 Hold
7
– – ﹤0.01% 889
2023
Q4 		$352 Hold
7
– – ﹤0.01% 1069
2023
Q3 		$352 Buy
+7
New +$352 ﹤0.01% 879